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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $30,940 |
Filed as: WILSHIRE ASSOCIATES INC (NY) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,536 | $73,459-69.3% | $178,528-87.4% | $74,429-69.7% |
| Participation rate | 23.6% | 66.5%-43.0pp | 77.1%-53.5pp | 67.2%-43.7pp |
| Annual return | -14.67% | 17.50%-32.2pp | 27.11%-41.8pp | 1368.38%-1383.1pp |
| Employer contribution / active EE | $1,237 | $2,219-44.3% | $3,950-68.7% | $2,625-52.9% |
| Participant deferral / active EE | $2,386 | $4,515-47.2% | $6,278-62.0% | $4,348-45.1% |
| Admin fee / account holder | $323 | $1,812-82.1% | $10,419-96.9% | $1,944-83.4% |